CC

Cedar Capital Portfolio holdings

AUM $54.9M
1-Year Est. Return 33.3%
This Quarter Est. Return
1 Year Est. Return
+33.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$3.98M
3
+$3.15M
4
UBER icon
Uber
UBER
+$2.3M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$1.53M

Top Sells

1
+$12.9M
2
+$10.4M
3
+$7.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.17M
5
MSFT icon
Microsoft
MSFT
+$1.81M

Sector Composition

1 Technology 24.35%
2 Healthcare 12.7%
3 Communication Services 7.63%
4 Industrials 6.05%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$953K 0.44%
8,138
+868
77
$931K 0.43%
4,372
+742
78
$919K 0.42%
6,147
+1,597
79
$914K 0.42%
4,353
+919
80
$911K 0.42%
4,021
+331
81
$908K 0.42%
4,440
+693
82
$869K 0.4%
5,958
+1,445
83
$860K 0.4%
3,242
+806
84
$860K 0.4%
9,960
+1,704
85
$857K 0.39%
+7,724
86
$840K 0.39%
16,836
+2,765
87
$828K 0.38%
+7,459
88
$816K 0.38%
138,720
+22,600
89
$805K 0.37%
27,274
+634
90
$785K 0.36%
8,500
-4,440
91
$784K 0.36%
3,981
+744
92
$784K 0.36%
2,873
+340
93
$782K 0.36%
11,206
+336
94
$774K 0.36%
6,041
-13,060
95
$770K 0.35%
48,587
-10,884
96
$731K 0.34%
13,265
+1,840
97
$728K 0.34%
29,906
-6,699
98
$727K 0.33%
8,379
+925
99
$726K 0.33%
17,610
-3,062
100
$725K 0.33%
5,651
+746
2 3
4
5 6